J P Morgan Exchange-traded F shares owned by Financial Alternatives
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Financial Alternatives
from 13F filings
Historical chart of Financial Alternatives investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Financial Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 122k | 57.10 |
| 2025-06-30 | $7.1M | 125k | 56.85 |
| 2025-03-31 | $6.7M | 118k | 57.14 |
| 2024-12-31 | $6.5M | 113k | 57.53 |
| 2024-09-30 | $6.5M | 110k | 59.51 |
| 2024-06-30 | $6.0M | 106k | 56.68 |
| 2024-03-31 | $5.9M | 103k | 57.86 |
| 2023-09-30 | $4.9M | 92k | 53.56 |
| 2023-06-30 | $4.9M | 89k | 55.33 |
| 2023-03-31 | $4.9M | 90k | 54.60 |
| 2022-12-31 | $5.1M | 94k | 54.49 |